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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It would be helpful to be able to set a default Google Fonts custom font to avoid the need to update the font on each document.

    5 votes

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  2. I was looking to be able to select from a list and didn’t realize you had to start typing in the address. Unfortunately, I don’t remember everyone’s email address. I would prefer there to be a box of all names set up as contacts and let me scroll thru it.

    3 votes

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  3. Remove some default filters in the document list.

    "We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."

    1 vote

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    • will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
    1 vote

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  4. Option to insert arrows to the documents like Microsoft PowerPoint

    2 votes

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  5. Examples:
    Ability to set payment related statuses on documents paid outside of PandaDoc not through an integration, such as "Waiting for Payment", "Approved", and "Paid".

    3 votes

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  6. Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    16 votes

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  7. When a document is signed have the signatures align with the beginning placement of a Signature Field. For instance, if the Signature Field is all the way to the left of a document please have signatures show to the left of the document.

    3 votes

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  8. Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).

    I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  9. 1 vote

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  10. block content blocks for recipients during redlining

    7 votes

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  11. Have the ability to have the paragraph bullet points span multiple pages

    2 votes

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  12. Be able to sort by a specific year or month.

    2 votes

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  13. Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.

    1 vote

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  14. if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.

    The client wants to disable this feature.

    https://pandadoc.zendesk.com/agent/tickets/405263

    9 votes

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  15. Ability to add transaction ID# under signature.

    2 votes

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  16. Be able to add an Inline Comment on a quote builder block like you are able to for a pricing table. Currently this is not supported on an Advanced quote.

    2 votes

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  17. A role which a user will only be able to view billing and not have access to documents, templates, etc.

    2 votes

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  18. Do suggestions and turn on suggest edits through the API automatically

    3 votes

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    1 comment  ·  API  ·  Admin →
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  19. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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